Hardware Installation Checklist
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1 Hardware Installation Checklist 9/30/16 Revision
2 Welcome! Thank you for choosing Lenovo Hardware Installation Services. We look forward to helping you through the installation process so you may obtain the most out of your investment. This checklist identifies items that must be addressed prior to installation. Here are a few important notes about the checklist: We are here to help you! If you have any concerns or questions about any item on this form, please contact your sales representative. Please review each item carefully. Our goal is to make the installation process simple and efficient. Your careful consideration of these items will lead to a successful installation. The * symbol denotes that additional cost may be required. Once the form is complete, please send it to via dcg_install@lenovo.com We will review the completed form and schedule a pre-installation conference call to review the checklist items. Installation will be scheduled once the review is complete. Lenovo will provide Installation Services specific to these products: Lenovo ThinkServer Lenovo Networking Lenovo System x Lenovo and third-party racks Lenovo Storage Operating systems (optional) Lenovo Project Manager Responsibilities: Coordinate and facilitate final review of this document with the end customer and delivery partner Coordinate and facilitate kickoff meeting Document and distribute meeting notes/action items for all calls Create and distribute escalation and contact lists Conduct daily status meetings to proactively identify any issues that may arise in order to mitigate risk Facilitate any necessary change orders and administrative tasks Monitor project scope and expectations Identify and manage project risks Monitor the status and progress of the project and the quality of deliverables Communicate at regular intervals as agreed upon Act as the main point of contact to the end customer and delivery partner Ensure time lines, dependencies, budgets, and closure are met within the project lifecycle Customer Responsibilities: Ensure site readiness (equipment is onsite at specific location for installation) Designate customer contact details Provide safe access to the facility for the installation Provide network connectivity for installation validation Provide all equipment/components necessary for installation Let s get started! te: If the site is not ready for installation or specified customer provided materials are not available on the installation date, installation will not proceed and you will be charged a trip fee and rescheduling fee. Page 2 of 6
3 Preliminary Information Please provide the primary and secondary contact information: Name: Phone #: Alternate: Phone #: Please provide the primary site location: Site Name: Floor/Room Address: City: State: Postal Code: Please provide your order details: Purchase Order #: Expected Arrival Date: Part Number(s) Ordered: Please provide secondary site address (if required): Site Name: Floor/Room Address: City: State: Postal Code: Will the equipment purchased be shipped to the install site(s) prior to the arrival of the technician(s)? Will the power and network connections be prepped and ready prior to the arrival of the technician(s)? Will parking be available for the technician(s)? Additional notes: Will the technician(s) require special or badge-only access to the install location? If special or badge-only access is NOT required, will you provide an escort? Additional notes: IMPORTANT! Ensure the technician has safe and adequate space available to perform the installation. IMPORTANT! Ensure there is adequate space for fresh air to freely flow around the equipment to prevent overheating/damage. Page 3 of 6
4 Infrastructure/Environment Requirements Please indicate the following: Will there be specific rack assignments for the technician(s) to follow? Will all necessary cabling be installed and available at the location prior to the arrival of the technician(s)? *Will cable management be required? (i.e. twist ties, fiber, etc.) *Will there be any labeling requirements? Additional tes: IT Installation Services Please indicate the following: Will there be a need for additional cables or parts required for installation? If yes, please list: Will the equipment be located in the area of installation? Will a server lift/server rack be available on site? Do you require a stress test/crash test? If yes, please provide KVM connectivity. Do you require an operating system (OS) install? Additional notes: Lenovo is normally responsible for the following tasks. If the technician is not required to perform the task, please check the box below: Unboxing the equipment and inspecting for any physical damage Rack/place equipment in customer-specified location Powering up equipment and ensuring normal boot sequence with no errors Removing and disposing of packaging materials Page 4 of 6
5 Additional Storage Device Requirements If the equipment to be installed is a storage device, please indicate the following: *Are there any flash cards to install? *Will the technician need to configure the storage switch? *Is there a Cisco storage networking environment? *Will the technician need to configure the storage with any hypervisors? (VMware, Hyper-V) *Will data migration be required? *Will load balancing be required? *Will you require specific configuration instructions? Additional notes: Scheduling Please provide two preferred dates for installation: Option 1 Date: Time: Option 2 Date: Time: IMPORTANT! Please provide at least five (5) business days prior to your desired date. An exact date cannot be set until Lenovo receives and approves this document. You may cancel or reschedule your appointment up to two (2) business days before scheduled installation date without penalty. If cancellation occurs after this period a penalty will apply. Inventory Details Please provide these details if known or attach a copy of sales order to your submission: Page 5 of 6
6 Customer Verification Customer Number: Customer/Facility Name: Authorized Representative: Title: Phone: I hereby represent that all of the above pre-installation requirements have/will be met prior to installation. I understand that failure to meet these requirements may result in: delayed install, reduced functionality and/or additional installation charges as noted above. Signature Date: Print Name Thank you! Please click Submit when finished or this completed form to Lenovo at dcg_install@lenovo.com. For use by Lenovo Project Manager only: Pre-Install Review conference call held on: Attendees: Part Number & description purchased: Special tes: Accepted by: Date: Page 6 of 6
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